Follow Up After a Meeting

Once Qubi has analyzed your call, you have several ways to act on it: share insights, follow up with the prospect, or keep your CRM updated.

Generate a follow-up email

Qubi can draft a follow-up email based on what was discussed. Use it as a starting point, personalize it, and send.

Share the call with your team

Need a colleague to hear a specific conversation? Share the call directly:

1. Open the meeting from Conversations
2. Click the Share button
3. Choose team members or copy the link

Shared calls include the full recording, transcript, and AI summary.

Download the recording

You can download the audio or video file for offline access or archival:

1. Open the meeting from Conversations
2. Click the download option in the actions menu
3. Save the file to your device

Edit meeting details

If you need to update meeting information after the fact:

• Edit the title: Click the meeting title to rename it
• Add or edit tags: Apply tags to categorize meetings for easier searching later

tip

Share key calls with new team members during onboarding. It's one of the fastest ways to ramp up on how your team sells.